Retainers and recurring invoices

Retainers → New retainer. Pick the client, describe what you are billing for, set the amount and how often.

Choose whether each invoice goes out automatically or waits as a draft for you to look at first. Automatic is the point of the feature, but reviewing first is sensible while you are getting used to it.

The day of the month you pick becomes the billing day, and it stays there. A retainer starting on the 31st bills on the 28th in February and returns to the 31st in March — it does not drift forward.

Payment terms are counted from each issue date, so a 14-day term on a monthly retainer means each invoice is due 14 days after it is raised.

Pausing stops new invoices. When you resume, billing picks up from that point — it does not issue the months you paused through.

Ending a retainer stops it permanently. The invoices it already raised are kept, and remain linked to it, so you can always see where a charge came from.

If our scheduler is down when a retainer is due, the invoice is raised when it comes back — you are not skipped for that period. There is a ceiling of twelve catch-up invoices per retainer per run so a long-dormant schedule cannot flood your client.